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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,709 | $87,465+188.9% | $122,979+105.5% | $65,306+287.0% |
| Participation rate | 28.8% | 66.0%-37.3pp | 77.2%-48.4pp | 57.7%-28.9pp |
| Annual return | 15.05% | 19.76%-4.7pp | 20.12%-5.1pp | 21.94%-6.9pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $3,062-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,510 | $3,705-32.3% | $5,003-49.8% | $2,959-15.2% |
| Admin fee / account holder | $1,385 | $5,100-72.9% | $12,864-89.2% | $3,480-60.2% |